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Send staff email notification when they are added to an event/appointment

It would be helpful if an email was sent to the person that was added to a calendar invite. At this time if I add another staff to a calendar invite it will show up on their calendar but they won't get a notification about it.
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

Only let clients online schedule up to X amount of months in advance

Does TheraNest allow you to only let clients online schedule up to X amount of months in advance? It would be beneficial to be able to allow clients to only view schedule for let’s say 3 mo in advance to give clinician more time to block calendar ...
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

Title of submitted intake form to be titles of forms instead of shared form

I noticed when we have Patients fill out forms through the Portal, after they finish, the completed forms in the Patients documents are labeled “shared form” with a number after. Is there a way to alter the naming convention of this either after o...
Guest over 5 years ago in Intake Forms 0 Will not implement

Bill under selected demographic data - allow multiple organization data

Build a feature to allow to bill insurance under selected tax ID (organization/demographic data). We currently work with multiple insurance companies - some have our SSN and NPI1 registered and some have our EIN, Dba and NPI2. I have to change the...
Guest over 5 years ago in Billing & Payments 0 Already exists

Therapist permission to send intake and new forms

Allow therapists to "share new forms" and "resend intake forms" etc so that they can do this for yearly updates, or other times when necessary. There are times they need to obtain an additional parental consent, or other custom intake form we have...
Guest over 5 years ago in Intake Forms 0 Already exists

Bulk Write-Offs

Would be great to be able to do bulk write-offs for a client.
Andrea Mills over 5 years ago in Billing & Payments 0 Already exists

Display more than 10 items in reports

Allow the display of more than 10 items when a report is run. It's really painful to look at a 300+ item report 10 items at a time.
Andrea Mills over 5 years ago in Reporting 0 Already exists

Self-scheduling for groups on website

I would like to create a calendar with all my groups and have them on a calendar for people to schedule themselves. Do you offer that and also, can the calendar be posted on my website?
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

miscellaneous notes

can you have a place to write miscellaneous notes versus having to write a document in a word document to upload?
Guest over 5 years ago in Notes & Cases 0 Already exists

The ability to print the client's entire record of clinical notes

the ability to print the entire record not just the progress notes.
Guest almost 6 years ago in Notes & Cases 0 Already exists